Share Picks 2020

franglan · 20-08-2020 1:47pm

In on GAN, BEP 26.20

Kilboor · 20-08-2020 2:15pm

Kilboor wrote: »

Kirkland's was my next go to but it's after increasing 75% after hours on store re opening news.

Still incredibly undervalued in my opinion even at those prices.

This was 80 cent when I mentioned.

Hit 12 dollars today.

Not a bad 3 month return :cool:

sirboby · 20-08-2020 2:30pm

roosterman71 wrote: »

Has Degiro changed something recently. I have some money cash, and also a smaller amount "Available to trade". How do I transfer the cash to use for trading?

Check you dont have any buy orders pending, that money would be included in your "cash" balance but not your available to trade balance

hottipper · 20-08-2020 2:54pm

Kilboor wrote: »

This was 80 cent when I mentioned.

Hit 12 dollars today.

Not a bad 3 month return :cool:

My biggest mistake of the year selling this too early wouldn't mind but i been watching it go up all along just never got back in it :pac: ah well made some money on it great call!!

That and LK disaster

Liamo_mu · 20-08-2020 6:30pm

What do people make of Intel? Trading around 49. Stock price dropped when they announced new chips delayed into 2021.

But at the same time they are building an 8billion dollar Fab over here. Surely they bounce back?

beertons · 20-08-2020 8:33pm

AMC shot up there the last while, gone from 3 to 5 dollars in a month. Did someone mention it here?

Shedite27 · 20-08-2020 9:31pm

Looks like the GAN rollercoaster is off again, gained PENN as a client Tuesday, lost Fanduel fantasy games Wednesday.
Up from $21 to $26 and back down to $21 tonight

robman60 · 20-08-2020 9:53pm

Shedite27 wrote: »

Looks like the GAN rollercoaster is off again, gained PENN as a client Tuesday, lost Fanduel fantasy games Wednesday.
Up from $21 to $26 and back down to $21 tonight

Saw that. Was looking for an entry, am I right in thinking this may be it?

dinneenp · 21-08-2020 8:33am

robman60 wrote: »

Saw that. Was looking for an entry, am I right in thinking this may be it?

$25.17 atm, still a good price to buy at?

dinneenp · 21-08-2020 8:39am

robman60 wrote: »

Saw that. Was looking for an entry, am I right in thinking this may be it?

$25.17 atm, still a good price to buy at?

robman60 · 21-08-2020 8:43am

dinneenp wrote: »

$25.17 atm, still a good price to buy at?

See comment above. It's going to be down over 10% on opening it looks like. That might be the chance. Will probably look to enter there.

Shedite27 · 21-08-2020 8:57am

dinneenp wrote: »

$25.17 atm, still a good price to buy at?

Looks like it will open lower today (monitor the "before hours" price)
https://finance.yahoo.com/quote/GAN?p=GAN

tenet · 21-08-2020 9:01am

Liamo_mu wrote: »

What do people make of Intel? Trading around 49. Stock price dropped when they announced new chips delayed into 2021.

But at the same time they are building an 8billion dollar Fab over here. Surely they bounce back?

Although Intel is a big investor here, ytd, 1mth & 6mts -17, -19 & -23 where AMD 80, 45 & 55
nvidia probably better.
held AMD 4 3 months made 0 since the day sold last month its up 30% high p/e but a great ceo and product would buy again before intel
I swapped them for apple am 20% there so swings and roundabouts home tech/tv ebiss in fashion

a_squirrelman · 21-08-2020 9:06am

Degiro is showing me that Kitov Pharmaceuticals has jumped +900.00%, but I can't find any news as to why, so I'm not sure if it's a glitch or not.

dinneenp · 21-08-2020 9:11am

Timmaay wrote: »

I'd say everyone will have the same idea so sell 2 or 3 days before battery day.

Tesla $2,001 atm. Are there any insightful articles about Battery Day, from a financial/share pov?

21-08-2020 9:15am

a_squirrelman wrote: »

Degiro is showing me that Kitov Pharmaceuticals has jumped +900.00%, but I can't find any news as to why, so I'm not sure if it's a glitch or not.

Unlikely a Degiro glitch, but is there substance to it?

a_squirrelman · 21-08-2020 9:20am

Deleted User wrote: »

Unlikely a Degiro glitch, but is there substance to it?

The historical data on degiro has changed as well so not sure what is going on there.

Kilboor · 21-08-2020 9:28am

a_squirrelman wrote: »

The historical data on degiro has changed as well so not sure what is going on there.

Reverse split

AmberGold · 21-08-2020 9:56am

dinneenp wrote: »

Tesla $2,001 atm. Are there any insightful articles about Battery Day, from a financial/share pov?

Check the Tesla share price thread on here, recent video featuring Jim Cramer ( previously Tesla Bear) puts perspective on things and battery day is mentioned.

Timmaay · 21-08-2020 10:10am

dinneenp wrote: »

Tesla $2,001 atm. Are there any insightful articles about Battery Day, from a financial/share pov?

I see Tesla shares as playing roulette at the minute, absolutely no logical to the share price so don't bother over thinking it too much, same as crypto, expect random price swings +/-20% across the next few weeks. In terms of battery day I say whatever announcements are already priced into the share price, the only question now is what impact will the share split have in terms of people who couldn't afford a tesla share at 2k but can afford at 400$. I have 4 tesla shares myself which I dunno what to do with, hold onto forever more or throw in a sell order for like 21/2200$ with the hope that I can buy back 20 shares in a month's time for less than the 400$. I'm not going to overthink it either way, but the run up lately is crazily overextended.

Atlas_IRL · 21-08-2020 2:37pm

Timmaay wrote: »

I see Tesla shares as playing roulette at the minute, absolutely no logical to the share price so don't bother over thinking it too much, same as crypto, expect random price swings +/-20% across the next few weeks. In terms of battery day I say whatever announcements are already priced into the share price, the only question now is what impact will the share split have in terms of people who couldn't afford a tesla share at 2k but can afford at 400$. I have 4 tesla shares myself which I dunno what to do with, hold onto forever more or throw in a sell order for like 21/2200$ with the hope that I can buy back 20 shares in a month's time for less than the 400$. I'm not going to overthink it either way, but the run up lately is crazily overextended.

I think it will be good for another while yet then the others will catch up and overtake in terms of EV car production. They have such a big lead but when the other companies start mass producing EV's in 2023 Tesla won't be as dominant. They will still be the best, i cant see another car company catching up with what they produce and there overall ecosystem of companies/products.

Timmaay · 21-08-2020 3:31pm

Decided to get out at $2050, doubled my money in 2 months so can't complain. The fomo starts now though ha.

bfa1509 · 21-08-2020 3:46pm

Timmaay wrote: »

Decided to get out at $2050, doubled my money in 2 months so can't complain. The fomo starts now though ha.

You weren't tempted to sell half and chance the split no? I bought one last friday at 1600 just for the split gamble. I have some nice padding going in now, which I wasn't expecting.

It will be an interesting two weeks.

AmberGold · 21-08-2020 5:30pm

Agora (API) could be worth a look as a growth stock if this is anything to go by.

https://richardchu97.substack.com/p/agora-democratizing-real-time-engagement?utm_campaign=post&utm_medium=web&utm_source=copy

Shedite27 · 21-08-2020 6:21pm

Bought myself some more GAN on the dip today

One More Toy · 21-08-2020 6:40pm

I wonder how degiro is going to handle the Apple share split, will they 'sell' my holding then immediately 'buy' back? Anyone have any experience with this? Thanks

Timmaay · 21-08-2020 6:42pm

bfa1509 wrote: »

You weren't tempted to sell half and chance the split no? I bought one last friday at 1600 just for the split gamble. I have some nice padding going in now, which I wasn't expecting.

It will be an interesting two weeks.

Meh, if I had a bigger position then yep, but with just 4 shares I wasn't bothered like selling only 2.

omerin · 21-08-2020 7:31pm

Kitov, Kitov, Kitov, sold mine at just over $1 with a great return a few weeks back, now it is up 800% today :O

Bob Harris · 21-08-2020 7:38pm

omerin wrote: »

Kitov, Kitov, Kitov, sold mine at just over $1 with a great return a few weeks back, now it is up 800% today :O

Don't berate yourself, it's due to a reverse share split (1 for 10) to maintain compliance on Nasdaq.

littlevillage · 21-08-2020 7:41pm

Shedite27 wrote: »

Bought myself some more GAN on the dip today

Sold at around $26 during the week, bought back in today at $20.50.

Bit of a rollercoaster.

franglan · 21-08-2020 9:03pm

On all things sports betting in America NBA playoff ongoing with NFL now in training camp and no major hiccups so far from what I can see. Fantasy football is huge in America and draft kings are one of the big boys. More confident that we'll see games now mid September. The big dollar industry will just chug on it seems.

Gamma1 · 22-08-2020 7:52am

Most of the commentary here is on US shares. Not much on Irish or European stocks. Maybe I live in fools paradise but I pride myself in dealing (the small bit that I do) in pan European area. I feel I am more connected to the issues here rather than what happens in US Nba, etc. I know of course I wont make the extraordinary gains that I hear being talked about in US.
Any like minded folk out there?

One More Toy · 22-08-2020 7:53am

Gamma1 wrote: »

Most of the commentary here is on US shares. Not much on Irish or European stocks. Maybe I live in fools paradise but I pride myself in dealing (the small bit that I do) in pan European area. I feel I am more connected to the issues here rather than what happens in US Nba, etc. I know of course I wont make the extraordinary gains that I hear being talked about in US.
Any like minded folk out there?

Does hibernia reit and Nokia count?

22-08-2020 9:04am

Gamma1 wrote: »

Most of the commentary here is on US shares. Not much on Irish or European stocks. Maybe I live in fools paradise but I pride myself in dealing (the small bit that I do) in pan European area. I feel I am more connected to the issues here rather than what happens in US Nba, etc. I know of course I wont make the extraordinary gains that I hear being talked about in US.
Any like minded folk out there?

It wouldn't be a strategy I'd favour. Costs are cheaper for US stock purchases as well. But if a good non US stock should be considered let us know.

outonawing · 22-08-2020 9:07am

One More Toy wrote: »

Does hibernia reit and Nokia count?

My first experience of investing in shares was losing a fair chunk on Waterford Crystal. My next encounter with the stock market hAd a happier outcome with Telecom Éireann. My 3rd stock purchase was Bank of Ireland in 2010, which ended in tears earlier this year, when I gave up on them.

Now I'm retired and with a lump sum sitting idly in the bank, I decided to put some of it to work in the market. I hold 2 European shares, Shell and Unilever. The remainder are mainly dividend paying US stocks. I use a small amount for a couple of growth companies.

The US market leads the world, where it goes others follow. Ambitious companies want to be listed on the NYSE or NASDAQ, where they know they will get the attention they deserve. I also like the quarterly reports and dividend payments.

homewardbound11 · 22-08-2020 9:35am

outonawing wrote: »

My first experience of investing in shares was losing a fair chunk on Waterford Crystal. My next encounter with the stock market hAd a happier outcome with Telecom Éireann. My 3rd stock purchase was Bank of Ireland in 2010, which ended in tears earlier this year, when I gave up on them.

Now I'm retired and with a lump sum sitting idly in the bank, I decided to put some of it to work in the market. I hold 2 European shares, Shell and Unilever. The remainder are mainly dividend paying US stocks. I use a small amount for a couple of growth companies.

The US market leads the world, where it goes others follow. Ambitious companies want to be listed on the NYSE or NASDAQ, where they know they will get the attention they deserve. I also like the quarterly reports and dividend payments.

Very honest and very similar to mine . Eircom and banks . Didn’t do too well . Then tech stocks which took a nose dive in the 2000 era . So holding long would have seen some of the tech stocks recover and bloom . So not a pretty experience but like you I can’t see interest rates going into positive territory so divident the paying stocks in the mid to high single digit level interest is definitely on the cards . Probably more stable also .

Timmaay · 22-08-2020 10:55am

Gamma1 wrote: »

Most of the commentary here is on US shares. Not much on Irish or European stocks. Maybe I live in fools paradise but I pride myself in dealing (the small bit that I do) in pan European area. I feel I am more connected to the issues here rather than what happens in US Nba, etc. I know of course I wont make the extraordinary gains that I hear being talked about in US.
Any like minded folk out there?

Whatever about extraordinary gains, you compare the s&p to the ftse across the passed 10/15yrs, and it's the difference between making a profit and only breaking even/losing out to inflation. Then things like stamp duty on Irish/UK stocks make it alot less favorable to do any sort of shorter team swing/day trading.

Jim2007 · 22-08-2020 11:40am

Timmaay wrote: »

Whatever about extraordinary gains, you compare the s&p to the ftse across the passed 10/15yrs, and it's the difference between making a profit and only breaking even/losing out to inflation. Then things like stamp duty on Irish/UK stocks make it alot less favorable to do any sort of shorter team swing/day trading.

Except the FTSE is not Europe and it is a terrible poor index to look at even in the best of times.

And a part from being a general economic indicator, indexes have very little impact on individual investments in any case.

Taylor365 · 22-08-2020 12:16pm

Only stocks I hold in euro are Airbus and Nokia.

Might add Sanofi and Total. Although either haven't moved much, there's room for recovery in Total. More of a hedge than anything.

I hold about 20 US stocks.

hottipper · 23-08-2020 6:38pm

Gamma1 wrote: »

Most of the commentary here is on US shares. Not much on Irish or European stocks. Maybe I live in fools paradise but I pride myself in dealing (the small bit that I do) in pan European area. I feel I am more connected to the issues here rather than what happens in US Nba, etc. I know of course I wont make the extraordinary gains that I hear being talked about in US.
Any like minded folk out there?

Maybe Siemens Gamesa Renewable Energy could be of interest $sgre (wait for a retrace as its gone on a run recently)
Think they half spanish/german
https://www.siemensgamesa.com/en-int
https://www.weforum.org/agenda/2020/08/where-solar-wind-power-are-thriving
https://www.rechargenews.com/transition/siemens-gamesa-launches-revolutionary-thermal-storage-pilot/2-1-619939

also part of the disrupt ETF along with these:
| Ticker | Holdings |
+

+

+
| SQ - Square Inc | 1.46% |
| SEDG - Solaredge Technologies Inc | 1.42% |
| SGRE - Siemens Gamesa Renewable Energy SA | 1.39% |
| FSLR - First Solar Inc | 1.35% |
| ADT - ADT Inc | 1.31% |
| VWS - Vestas Wind Systems A/S | 1.27% |
| STNE - StoneCo Ltd | 1.24% |
| BRKS - Brooks Automation Inc | 1.24% |
| SPOT - Spotify Technology SA | 1.24% |
| ABMD - ABIOMED Inc | 1.15% |
| ALGN - Align Technology Inc | 1.15% |
| 916 - China Longyuan Power Group Corp Ltd | 1.13% |
| ABB - Abb Ltd | 1.13% |
| RSW - Renishaw PLC | 1.12% |
| ISRG - Intuitive Surgical Inc | 1.12% |
+

+

hottipper · 24-08-2020 9:21am

Another EU one worth investigating is probably zalando

https://www.forbes.com/sites/bernardmarr/2019/09/20/the-amazing-ways-retail-giant-zalando-is-using-artificial-intelligence/

I was at the dublin tech summit last year and found there talk interesting, worth a look, they may even have offices here.

OwlsZat · 24-08-2020 3:26pm

Didn't reply to you about the Vaxart and the Inovio Pharmaceuticals, Inc.

I bought and sold Vaxart shorly after buying it when it poped 50%. It's on the slide since but is still firmly on my radar. I like the prospects of both longer term but the trials are expensive as and both need further funding. Expect them to trade exceptionally volatile. The plasma news today was a total non event IMO.

littlemac1980 · 24-08-2020 4:19pm

outonawing wrote: »

My first experience of investing in shares was losing a fair chunk on Waterford Crystal. My next encounter with the stock market hAd a happier outcome with Telecom Éireann. My 3rd stock purchase was Bank of Ireland in 2010, which ended in tears earlier this year, when I gave up on them.

Now I'm retired and with a lump sum sitting idly in the bank, I decided to put some of it to work in the market. I hold 2 European shares, Shell and Unilever. The remainder are mainly dividend paying US stocks. I use a small amount for a couple of growth companies.

The US market leads the world, where it goes others follow. Ambitious companies want to be listed on the NYSE or NASDAQ, where they know they will get the attention they deserve. I also like the quarterly reports and dividend payments.

Would you be willing to share some decent US dividend stocks that you feel are decent.

I’m new to shares but been slowly trying to buy up a few and found myself focusing on Dividebd stocks.

Right now I have a few IBM, EPD, Coca Cola, AT&T and Enbridge (CAD)... any others worth a look?

ExMachina1000 · 24-08-2020 4:39pm

Is it accurate that Johnson and Johnson have agreed to develop and sell a vaccine on a not for profit basis?

Taylor365 · 24-08-2020 5:41pm

littlemac1980 wrote: »

Would you be willing to share some decent US dividend stocks that you feel are decent.

I’m new to shares but been slowly trying to buy up a few and found myself focusing on Dividebd stocks.

Right now I have a few IBM, EPD, Coca Cola, AT&T and Enbridge (CAD)... any others worth a look?

You're giving half of your divy away in tax.

Better to focus on growth, unless near retirement.

whatever76 · 24-08-2020 5:47pm

Taylor365 wrote: »

You're giving half of your divy away in tax.

Better to focus on growth, unless near retirement.

+1 to this - I have work shares and have to declare the dividend in form 11 that I get every year - the tax man takes 52% of it ! Killer having to pay it !

outonawing · 24-08-2020 9:09pm

littlemac1980 wrote: »

Would you be willing to share some decent US dividend stocks that you feel are decent.

I’m new to shares but been slowly trying to buy up a few and found myself focusing on Dividebd stocks.

Right now I have a few IBM, EPD, Coca Cola, AT&T and Enbridge (CAD)... any others worth a look?

I'm retired and my income has dropped to a level where I am taxed at 20% on dividends, which makes them attractive to me.

I hold AT&T myself, and have PEP, MDT, MMM, ABBV, AQN, BMY, MO, INTC, PPL and JNJ.
ALso hold BATS, UNLVR and IAG.

Most were purchased at lower levels than today's prices.

In addition I have small holdings in a few growth stocks and a couple of SPACS as well.

None of the above is investment advice, just a list of some of my stock holdings.

GL in your journey.

outonawing · 24-08-2020 9:10pm

littlemac1980 wrote: »

Would you be willing to share some decent US dividend stocks that you feel are decent.

I’m new to shares but been slowly trying to buy up a few and found myself focusing on Dividebd stocks.

Right now I have a few IBM, EPD, Coca Cola, AT&T and Enbridge (CAD)... any others worth a look?

I'm retired and my income has dropped to a level where I am taxed at 20% on dividends, which makes them attractive to me.

I hold AT&T myself, and have PEP, MDT, MMM, ABBV, AQN, BMY, MO, INTC, PPL and JNJ.
ALso hold BATS, UNLVR and IAG.

Most were purchased at lower levels than today's prices.

In addition I have small holdings in a few growth stocks and a couple of SPACS as well.

None of the above is investment advice, just a list of some of my stock holdings.

GL in your journey.

bcklschaps · 25-08-2020 4:33am

outonawing wrote: »

I'm retired and my income has dropped to a level where I am taxed at 20% on dividends, which makes them attractive to me.

I hold AT&T myself, and have PEP, MDT, MMM, ABBV, AQN, BMY, MO, INTC, PPL and JNJ.
ALso hold BATS, UNLVR and IAG.

Most were purchased at lower levels than today's prices.

In addition I have small holdings in a few growth stocks and a couple of SPACS as well.

None of the above is investment advice, just a list of some of my stock holdings.

GL in your journey.

It really all depends on your personal situation vis-à-vis tax.

Speaking for myself, I wouldn't buy a companies shares solely for dividend, I would always have some expectation of capital growth too and see
dividend as more the icing on the cake.... When I see a dividend payment pop up on my account though, I get a warm fuzzy feeling.

I can't really suggest any additions to the above lists, unless maybe a REIT? and perhaps some diversification to EU or Asia.

hottipper · 25-08-2020 8:29am

interesting IPO coming up soon
https://www.sec.gov/Archives/edgar/data/1640147/000162828020013010/snowflakes-1.htm

Impressive list of customers shame about the name :pac:, anybody ever used it?
https://www.snowflake.com/our-customers/

Share Picks 2020

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